Venezia Transport Service, Inc. Savings And Protection Plan — Form 5500 plan (Venezia Transport Services, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Venezia Transport Service, Inc. Savings And Protection Plan is a benefit plan reported by Venezia Transport Services, Inc. under EIN 23-2364297 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,004 participants and $20,384,273 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Venezia Transport Services, Inc.
EIN
23-2364297
Plan number
001
Plan type
2
Location
Pottstown, PA
Latest filing year
2023
Participants
1,004
End-of-year plan assets
$20,384,273

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,004H, C20240930070947NAL0002474963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,384,273
Total liabilities (EOY)
$0
Net assets (EOY)
$20,384,273
Net assets (BOY)
$16,443,524

Income & contributions

Employer contributions
$747,073
Participant contributions
$2,231,557
Total contributions
$3,667,868
Total income / additions
$6,501,706

Expenses & distributions

Benefits paid
$2,482,020
Administrative expenses
$74,391
Total expenses
$2,560,957
Net increase / (decrease)
$3,940,749

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$57,471not reported in the loaded dataset2023
Wells Fargo Clearing Services LLCADVISOR$16,920not reported in the loaded dataset2023

Related Form 5500 pages